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Due Diligence Questionnaire — Project Atlas
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Intellectual Property6 questions
List all registered patents, trademarks, and copyrights
Provide copies of all IP assignment agreements from employees and contractors
Identify any pending patent applications or trademark registrations
List any IP licensing agreements (inbound and outbound)
Financial10 questions
Provide audited financial statements for the past 3 fiscal years
List all outstanding debt obligations and credit facilities
Describe any off-balance sheet liabilities or contingent obligations
Employment & HR8 questions
Provide a complete list of employees with titles and compensation
List all employment agreements, especially for key executives
Describe any pending or threatened employment litigation
Commercial Contracts11 questions
Provide all material customer contracts (over $100K annual value)
Identify contracts with change of control provisions
List any contracts requiring third-party consent to assign
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Deal-Specific Questions

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Category Organization

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Response Tracking

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Gap Analysis

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